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One Westminster Place Suite 110A, Lake Forest, IL 60045 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APP_PEND_IARCE | 2026-01-01 |
| WI | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED_RES | 2021-10-27 |
Branch Locations
One Westminster Place Suite 110A, Lake Forest, IL 60045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Brokerage Services | Lake Forest | IL | 11/2010 | 09/2019 |
| Summit Financial Group | Lake Forest | IL | 11/2010 | 08/2020 |
| Cetera Advisor Networks Llc | Lake Forest | IL | 09/2019 | 08/2020 |
| North Shore Capital Group Investment Advisors, Inc | Lake Forest | IL | 08/2020 | Present |
1. NORTH SHORE CAPITAL GROUP INSURANCE SOLUTIONS, LLC; SINCE 05/01/2015; SAME AS REGISTERED ADDRESS; MEMBER/OWNER; INSURANCE AGENT; 5 HOURS SPENT ON ACTIVITY PER MONTH, 1 DURING TRADING HOURS 2. NORTH SHORE CAPITAL GROUP PROPERTIES; RESIDENTIAL RENTAL; NOT INVESTMENT RELATED; PO BOX 104, LAKE FOREST, IL 60045; RESIDENTIAL RENTAL PROPERTY; LANDLORD/OWNER; STARTED 11/21/2016; APX 1 HOUR/MONTH, NONE DURING TRADING; LANDLORD 3. NORTH SHORE CAPITAL GROUP, INC. INVESTMENT RELATED. GENERAL PARTNER TO PRIVATE FUNDS.SAME AS REGISTERED ADDRESS. APX 48 HOURS/MONTH, PRIMARILY DURING NON TRADING HOURS. 4. NSCG GOLF, LLC. NOT INVESTMENT RELATED. LESSEE/OPERATOR. APX 6 HOURS/MONTH, NONE DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-14 |
| S63 | Uniform Securities Agent State Law Examination | 2006-06-14 |
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